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Portfolio (Quarterly) Guide ↗

CrossGen Wealth, LLC

· CIK 0002112179
13F Portfolio $129M AUM 214 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 44 Added 39 Reduced 10 Exited
Page 5 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BP BP PLC SPONSORED ADR (UNITED KINGDOM) Energy 3,292.0 $122K 0.09% +42.0 +1.3% $36.95 +14.6%
82 ADP AUTOMATIC DATA PROCESSING INCORPORATED Industrials 520.0 $116K 0.09% -109.0 -17.3% $223.97 +27.1%
83 DG DOLLAR GENERAL CORPORATION Consumer Defensive 930.0 $107K 0.08% $115.11 +9.4%
84 HOMETRUST BANCSHARES INCORPORATED 2,140.0 $107K 0.08% $49.89
85 META META PLATFORMS INCORPORATED CLASS A Communication Services 165.0 $93K 0.07% -373.0 -69.3% $561.78 +1.7%
86 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 1,048.0 $90K 0.07% $85.49 +2.9%
87 VZ VERIZON COMMUNICATIONS INCORPORATED Communication Services 2,001.0 $85K 0.07% $42.35 +16.7%
88 RJF RAYMOND JAMES FINL INCORPORATED Financial Services 549.0 $83K 0.07% +8.0 +1.5% $151.89 +15.9%
89 AMGN AMGEN INCORPORATED Healthcare 229.0 $83K 0.06% +2.0 +0.9% $362.18 +20.7%
90 ORLY OREILLY AUTOMOTIVE INCORPORATED Consumer Cyclical 825.0 $76K 0.06% $92.09 -4.6%
91 ALL ALLSTATE CORPORATION Financial Services 309.0 $74K 0.06% $238.11 +8.2%
92 RIVN RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A Consumer Cyclical 4,150.0 $72K 0.06% +4K +4900.0% $17.35 -3.2%
93 CSX CSX CORPORATION Industrials 1,500.0 $71K 0.06% $47.53 +8.4%
94 KO COCA COLA COMPANY Consumer Defensive 862.0 $70K 0.05% $81.27 +9.6%
95 VYM VANGUARD HIGH DIVIDEND YIELD ETF 424.0 $67K 0.05% $158.03 +4.0%
96 APLD APPLIED DIGITAL CORPORATION COM NEW Technology 1,755.0 $65K 0.05% $37.30 -26.4%
97 ABT ABBOTT LABORATORIES Healthcare 692.0 $63K 0.05% +6.0 +0.9% $90.68 +23.0%
98 MCD MCDONALDS CORPORATION Consumer Cyclical 216.0 $58K 0.04% +2.0 +0.9% $270.04 -3.7%
99 SO SOUTHERN COMPANY Utilities 596.0 $57K 0.04% $95.77 -7.0%
100 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 53.0 $50K 0.04% $939.83 -0.6%
Page 5 of 11  ·  214 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.4%
Financial Services 20.0%
Industrials 11.2%
Energy 11.1%
Consumer Cyclical 10.0%
Healthcare 6.4%
Communication Services 5.7%
Consumer Defensive 5.6%
Basic Materials 2.8%
Real Estate 1.3%